Grantham Poole Advisors (GPA) offers financial planning and investment advice tailored to individual needs. GPA builds relationships by understanding client goals and financial situations. Services include retirement planning, tax planning, budgeting, education funding, insurance review, and asset allocation. GPA can manage assets through third-party money managers or directly managed accounts, primarily using exchange-traded funds. GPA is affiliated with GranthamPoole CPA, an accounting firm.
Fee Structure
GPA can manage your investments either by selecting a third-party money manager or through a directly managed account. If GPA directly manages your account, the fee is based on an hourly rate of $350, which is negotiable depending on your circumstances. You'll receive an invoice from GPA, and payment is due upon receipt.